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JNBA Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

JNBA Financial Advisors’s Portfolio NUV Stock Details NUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$2K – 733
2022
Q2 		$2K Buy
+250
New +$2.27K ﹤0.01% 657

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1CP
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RCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JNBA Financial Advisors's NUV Position: Q3 2022 in Review

JNBA Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q3 2022, closing a stake of 250 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in NUV in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 218 funds tracked by Wall St. Rank hold NUV as of Q3 2022.

  • JNBA Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q3 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 250 Nuveen Municipal Value Fund shares in Q3 2022, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2022 and held it in 1 quarter.
  • JNBA Financial Advisors's Nuveen Municipal Value Fund position peaked at $2K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2022.

Based on JNBA Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.